Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.8K Hold
1,026
﹤0.01% 842
2025
Q1
$82.6K Buy
1,026
+262
+34% +$21.1K ﹤0.01% 818
2024
Q4
$73.1K Sell
764
-240
-24% -$23K ﹤0.01% 863
2024
Q3
$101K Hold
1,004
﹤0.01% 789
2024
Q2
$90.4K Buy
1,004
+25
+3% +$2.25K ﹤0.01% 795
2024
Q1
$106K Sell
979
-25
-2% -$2.72K ﹤0.01% 770
2023
Q4
$119K Sell
1,004
-169
-14% -$20K ﹤0.01% 733
2023
Q3
$125K Buy
1,173
+289
+33% +$30.8K ﹤0.01% 723
2023
Q2
$79.4K Hold
884
﹤0.01% 827
2023
Q1
$69.2K Buy
884
+102
+13% +$7.99K ﹤0.01% 903
2022
Q4
$65.9K Buy
782
+196
+33% +$16.5K ﹤0.01% 907
2022
Q3
$47K Sell
586
-15
-2% -$1.2K ﹤0.01% 977
2022
Q2
$55K Buy
601
+15
+3% +$1.37K ﹤0.01% 937
2022
Q1
$70K Buy
586
+49
+9% +$5.85K ﹤0.01% 905
2021
Q4
$63K Hold
537
﹤0.01% 924
2021
Q3
$56K Hold
537
﹤0.01% 902
2021
Q2
$63K Hold
537
﹤0.01% 901
2021
Q1
$55K Sell
537
-37
-6% -$3.79K ﹤0.01% 908
2020
Q4
$60K Hold
574
﹤0.01% 813
2020
Q3
$63K Hold
574
﹤0.01% 787
2020
Q2
$62K Buy
574
+475
+480% +$51.3K ﹤0.01% 757
2020
Q1
$9K Buy
99
+19
+24% +$1.73K ﹤0.01% 1115
2019
Q4
$7K Buy
80
+18
+29% +$1.58K ﹤0.01% 1179
2019
Q3
$6K Buy
62
+37
+148% +$3.58K ﹤0.01% 1214
2019
Q2
$2K Hold
25
﹤0.01% 1209
2019
Q1
$2K Hold
25
﹤0.01% 1197
2018
Q4
$2K Hold
25
﹤0.01% 1227
2018
Q3
$2K Hold
25
﹤0.01% 1177
2018
Q2
$2K Sell
25
-1,376
-98% -$110K ﹤0.01% 1161
2018
Q1
$99K Hold
1,401
﹤0.01% 639
2017
Q4
$91K Hold
1,401
﹤0.01% 636
2017
Q3
$69K Sell
1,401
-850
-38% -$41.9K ﹤0.01% 676
2017
Q2
$112K Hold
2,251
﹤0.01% 559
2017
Q1
$134K Buy
2,251
+501
+29% +$29.8K 0.01% 533
2016
Q4
$117K Sell
1,750
-46
-3% -$3.08K 0.01% 553
2016
Q3
$95K Sell
1,796
-270
-13% -$14.3K ﹤0.01% 584
2016
Q2
$115K Hold
2,066
0.01% 556
2016
Q1
$115K Hold
2,066
0.01% 556
2015
Q4
$109K Sell
2,066
-400
-16% -$21.1K ﹤0.01% 571
2015
Q3
$170K Sell
2,466
-140
-5% -$9.65K 0.01% 480
2015
Q2
$182K Hold
2,606
0.01% 494
2015
Q1
$186K Buy
2,606
+340
+15% +$24.3K 0.01% 475
2014
Q4
$143K Hold
2,266
0.01% 485
2014
Q3
$135K Hold
2,266
0.01% 484
2014
Q2
$138K Sell
2,266
-135
-6% -$8.22K 0.01% 482
2014
Q1
$139K Sell
2,401
-124
-5% -$7.18K 0.01% 486
2013
Q4
$119K Buy
2,525
+1,725
+216% +$81.3K 0.01% 515
2013
Q3
$41K Hold
800
﹤0.01% 702
2013
Q2
$34K Buy
+800
New +$34K ﹤0.01% 722